2023 Form 5500 filing — Pacific Unlimited, Inc. 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241122112359NAL0001048835001) for Pacific Unlimited, Inc. 401(K) Profit Sharing Plan, reported by Pacific Unlimited, Inc. under EIN 98-0075957 and plan number 002. It reports 190 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.8MReported net assets$2,810,762
Participants190
Provider compensation$28.3K2 Schedule C row(s)$28,300
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241122112359NAL0001048835001
Plan sponsor
Pacific Unlimited, Inc.
EIN
98-0075957
Plan number
002
Location
Tiyan Barrigada, GU
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.8M total assets
Net assets$2.8MLiabilities$0
Money in vs. money out
Total income / additions$683.9K
Total expenses$173K
Benefits paid / distributions$145.4K
Contributions
Employer$137.9K
Participant$257.6K
Full reported line items
Total assets (EOY)
$2,810,762
Total liabilities (EOY)
$0
Net assets (EOY)
$2,810,762
Employer contributions
$137,929
Participant contributions
$257,597
Total income / additions
$683,911
Benefits paid
$145,406
Administrative expenses
$27,616
Total expenses
$173,022
Net increase / (decrease)
$510,889
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $17.5K
  2. 2
    TPA & RECORDKEEPER · Direct $10.8K

Related Form 5500 pages